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Disclosery

Corient Private Wealth LP: SEIC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on SEIC, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 102,534 SEIC shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 102,534 shares
    Change vs previous 13F +10,246 shares

    0.01% of the 13F portfolio, value $8,993,259.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 92,288 shares
    Change vs previous 13F +74,117 shares

    0.01% of the 13F portfolio, value $7,182,053.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 18,171 shares
    Change vs previous 13F -3,494 shares

    <0.01% of the 13F portfolio, value $1,497,896.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,665 shares
    Change vs previous 13F +2,892 shares

    <0.01% of the 13F portfolio, value $1,838,295.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 18,773 shares
    Change vs previous 13F +6,438 shares

    <0.01% of the 13F portfolio, value $1,686,959.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,335 shares
    Change vs previous 13F -268 shares

    <0.01% of the 13F portfolio, value $957,581.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,603 shares
    Change vs previous 13F -4,446 shares

    <0.01% of the 13F portfolio, value $1,039,512.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,049 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,179,646.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).